• Home
  • Find an Advisor
  • Advisor Resource Center
    • Advisor Resource Members
    • Join
  • Chapters
    • Find a Chapter
      • Atlanta
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
        • Radio Show
        • Expo
      • Austin
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Charlotte
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Chicago
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Cleveland
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Connecticut
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Dallas
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • DC Metro
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Denver
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Greater Boston
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
        • Summit
      • Hawaii
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Houston
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
        • Summit
      • Long Island
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Maryland
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Nashville
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • New Jersey
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • New York
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Northern California
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Philadelphia
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Phoenix
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • San Antonio
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
        • Summit
      • Tri-State
        • Events
        • Join
        • News
        • Summit
      • Triangle
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
    • Chapters in Development
      • Fort Worth
      • Piedmont Triad
      • Utah
    • Start a Chapter
    • Emerging Professionals
  • Knowledge Exchange
  • New & Upcoming
    • What’s New
    • National Calendar
  • About XPX
    • About
    • Advisor Principles
    • F.A.Q.s
  • Contact
    • Contact
    • Help
  • Login
    Sign up

    © 2026 XPX Global LLC. All Rights Reserved.

  • Exit Planning Exchange
Exit Planning Exchange
Aug
25

XPX Advisor Exchange (Cross-Chapter/Members-Only)

Login to Register
Don't have an account? Create an account
Details
Apple
Google (online)
Outlook 365 (online)
Outlook
Outlook.com (online)
Yahoo! (online)

Date & Time

Tue, Aug 25th, 2026 ⋅ 4:00pm - 5:15pm (EDT)

Location

Virtual on Zoom - you'll receive a Zoom link to access the program

Status

Registration Open

Tickets

XPX Advisor Resource
$0.00
XPX Members
$15.00
Guests

Registrants

45 people are going
Michael Engelhart of HCRMA, LLC is a member of XPX Fairfield County
Laura Sandstrom of V3 Advisory, LLC is a member of XPX Cleveland
TK
RC
Eric Pritchard of Pierson Ferdinand is a member of XPX Philadelphia
+40

PLEASE NOTE: PROGRAM BEGINS AT 4PM EASTERN TIME 

REGISTRATION CLOSES 1 HOUR BEFORE START TIME

MEMBERS-ONLY EVENT


Previously called Cross-Chapter Power Networking, the XPX Advisor Exchange is a great way to meet other XPX members across the country. We'll be continuing with the same format and are excited to have Advisor Resource Center member, Nanette Miner (Managing Consultant, The Training Doctor, LLC) as this month's networking host. The Training Doctor specializes in building leadership pipelines that ensure exit plans are supported by ready and capable successors. More than leadership development, they focus on building a leadership strategy.

This program takes place virtually on Zoom. Here's what to expect: 

  • Our Global team will organize three breakout rounds of approximately 15-minutes
  • For each breakout round, a discussion question/topic will be provided by Nanette. You'll be automatically assigned with a group with two-three fellow XPX members (you'll meet a total of around six new people in each hour). 
  • We'll wrap up the networking with a short discussion where attendees have the opportunity to share key takeaways and insights
  • Brief tour of the new XPX app, that we soft launched in April, highlighting key features to help you connect with fellow members and attendees

The XPX Advisor Exchange is just one more way we fulfill the promise of powerful inter-disciplinary connections and learning. You might even find a great resource for your clients!

DOWNLOAD THE XPX APP TO ENHANCE YOUR NETWORKING EXPERIENCE!


APPLE APP STORE


  • Search for “XPX-Exit Planning Exchange” or scan the QR code
  • Select “XPX-Exit Planning Exchange” in the results, click GET and download
  • Open the app
  • Click the profile icon located at the top right of the app home page to log in using your XPX profile email
  • The system will send you an access code to set a password
  • You should now have access to the event 
  • Now that you’re logged in, you can make edits to your profile by clicking on the profile button at the top right of the home page
  • URL: https://apps.apple.com/us/app/xpx-exit-planning-exchange/id6760301176


GOOGLE PLAY STORE


  • Search for “XPX-Exit Planning Exchange” or scan the QR code
  • Select “XPX-Exit Planning Exchange” in the results, click GET and download
  • Open the app
  • Click the profile icon located at the top right of the app home page to log in using your XPX profile email
  • The system will send you an access code to set a password
  • You should now have access to the event 
  • Now that you’re logged in, you can make edits to your profile by clicking on the profile button at the top right of the home page
  • URL: https://play.google.com/store/apps/details?id=io.mobileup.xpxglobal


Registration Fee: $15.00

Event registration will close 1 hour to start time. 

If you have any questions, please email Community Manager, Cheryl Centeno, at cheryl@exitplanningexchange.com. 

Make XPX Part of Your Business Plans
Attend an event
Join a chapter
Start a chapter
Find an advisor
Explore
  • About
  • Find an Advisor
  • Start a Chapter
  • F.A.Q.s
  • About
  • Find an Advisor
  • Start a Chapter
  • F.A.Q.s
Learn
  • Knowledge Exchange
  • Owners’ Academy
  • Advisor Academy
  • Member Tips
  • Knowledge Exchange
  • Owners’ Academy
  • Advisor Academy
  • Member Tips
Account
  • Login
  • Sign Up
  • Login
  • Sign Up
Connect
  • Contact
  • Become A Sponsor
  • Contact
  • Become A Sponsor
Help & Support
  • Help
  • Help
  • Privacy Policy
  • Norms & Principles
  • Terms of Use
  • Site Map
  • Privacy Policy
  • Norms & Principles
  • Terms of Use
  • Site Map

© 2026 XPX Global LLC.          Privacy Policy         Norms & Principles          Site Map           Terms of Use

Paper-plane Linkedin Youtube

© 2026 XPX Global LLC. All Rights Reserved.

Guests
Registrant lists may take up to 24 hours to update on Events pages.
Michael Engelhart of HCRMA, LLC is a member of XPX Fairfield County
Michael Engelhart
HCRMA, LLC
Laura Sandstrom of V3 Advisory, LLC is a member of XPX Cleveland
Laura Sandstrom
V3 Advisory, LLC
TK
Tom Kerns
FocusCFO
RC
Ryan Carroll
OlenderFeldman
Eric Pritchard of Pierson Ferdinand is a member of XPX Philadelphia
Eric Pritchard
Pierson Ferdinand
Ted Caulkins of BizNavigators is a member of XPX Denver
Ted Caulkins
BizNavigators
Tim Templeton of Trivest Partners - Private Equity is a member of XPX Atlanta
Tim Templeton
Trivest Partners - Private Equity
Scott Young of Alliance Private Wealth is a member of XPX Greater Boston
Scott Young
Alliance Private Wealth
Kreg Parker of Summit Accounting & Finance Services is a member of XPX Atlanta
Kreg Parker
Summit Accounting & Finance Services
Frederick (Fred) Saide of MoneyMattersUSA, Advisory is a member of XPX New Jersey
Frederick (fred) Saide
MoneyMattersUSA, Advisory
Thomas DeVries of Triane Consulting is a member of XPX Houston
Thomas Devries
Triane Consulting
Francis Borges of ERA Group is a member of XPX Connecticut, Long Island, New Jersey, New York, Tri-State
Francis Borges
ERA Group
BM
Brad Mitchell
Rigby Slack PLLC
Nanette Miner of The Training Doctor, LLC is a member of XPX
Nanette Miner
The Training Doctor, LLC
Dave VanderJagt of VanderJagt CRO is a member of XPX Denver
Dave Vanderjagt
VanderJagt CRO
Gary Aldridge of Aldridge Valuation Advisors, LLC is a member of XPX Nashville
Gary Aldridge
Aldridge Valuation Advisors, LLC
SP
Stephen Phipps
Corporate Lifecycles MD
EA
Ekua Anyanful
EA Wealth Management
AQ
Ann Quinn
Quinn Strategy Group, Inc.
JD
Jody Dasilva
Leaders team
John Jones of John P. Jones, Inc. is a member of XPX Chicago
John Jones
John P. Jones, Inc.
Diana Murphy of Diana Murphy Coaching, LLC is a member of XPX Atlanta
Diana Murphy
Diana Murphy Coaching, LLC
James Brooks of Robust Flow Operations, LLC is a member of XPX Greater Boston
James Brooks
Robust Flow Operations, LLC
Tom Bixby of EvaluSys LLC is a member of XPX Charlotte
Tom Bixby
EvaluSys LLC
Michael Stier of FocusCFO is a member of XPX Charlotte
Michael Stier
FocusCFO
John Malone of Business Improvement Group, LLC is a member of XPX Greater Boston
John Malone
Business Improvement Group, LLC
GY
Greg Young
Transworld Business Advisors | Boston
Evan Newman of Evan Newman Sales is a member of XPX
Evan Newman
Evan Newman Sales
SN
Syeda Nazifa Nawroj
Empowering Legal Solutions PC dba Merger Lawyer
Mary Adams of Insights7 is a member of XPX
Mary Adams
Smarter-Companies
MS
Matthew Sapowith
Sapowith Tax Advisory, PC
HJ
Heather Johnston
&Marketing
RB
Rudy Buel
RB Sales Solutions powered by Sales Xceleration
Mario D'Amore of NBH Bank is a member of XPX New York
Mario d'Amore
NBH Bank
Paul Chase of Off-Ramp Advisors LLC is a member of XPX Philadelphia
Paul Chase
Off-Ramp Advisors LLC
Patrick Renn of The Renn Wealth Management Group is a member of XPX Atlanta
Patrick Renn
The Renn Wealth Management Group
PC
Peter Colgan
Merritt Healthcare Advisors
Irene Jozefowicz-Norton of Norton Advisory Group,Inc. is a member of XPX Tri-State
Irene Jozefowicz-Norton
Norton Advisory Group,Inc.
Daniel Elizondo of Transworld Business Advisors is a member of XPX Houston
Daniel Elizondo
Transworld Business Advisors
Ethan Stambler of SES ESOP Strategies is a member of XPX Triangle
Ethan Stambler
SES ESOP Strategies
Dale Jackson of Jackson Advisory Group is a member of XPX
Dale Jackson
Jackson Advisory Group
Richard Katzman of On Call Leadership LLC is a member of XPX Greater Boston
Richard Katzman
On Call Leadership LLC
JL
Juan Lopez
CFO Centre
CS
Carmen Sebro
Summit Revere Capital
RS
Russell Stern
Ruskin Moscou Faltischek, P.C.